-16.9%
ACI vs SWK
+87.6%
-104.5%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +13.1% | -9.6% | +2.3% |
| 7D | +4.5% | +17.9% | -13.4% | +3.0% |
| 30D | +20.9% | +31.9% | -11.1% | +18.4% |
| 3M | +15.2% | +16.6% | -1.3% | +13.5% |
| 6M | -13.3% | +61.1% | -74.4% | -15.2% |
| YTD | -16.2% | +64.2% | -80.4% | -17.2% |
| 1Y | -16.9% | +85.2% | -102.1% | -19.1% |
| All | -16.9% | +87.6% | -104.5% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling